Introduction

Welcome to www.milestonerps.com (the "Site"). Milestone Retirement Planning Services ("we," "us," "our") is committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy outlines the types of information we collect from you, how we use this information, and the steps we take to ensure your information is protected.

By using our Site, you agree to the terms of this Privacy Policy.

Information We Collect

Personal Information

When you visit our Site, we may collect personal information that you voluntarily provide to us. This information may include, but is not limited to:

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Financial information

  • Social Security number

Non-Personal Information

We may also collect non-personal information about your visit to our Site. This information may include:

  • Browser type

  • IP address

  • Pages visited

  • Time and date of visit

  • Referring website

How We Use Your Information

We use the information we collect for various purposes, including:

  • Providing and managing our services

  • Developing holistic approaches to retirement planning

  • Communicating with you, including responding to inquiries and sending updates

  • Optimizing social security, retirement, income, and legacy planning

  • Personalizing your experience on our Site

  • Improving our Site and services

  • Conducting research and analysis

Sharing Your Information

We do not sell, trade, or otherwise transfer your personal information to outside parties without your consent, except as described below:

  • Service Providers: We may share your information with trusted service providers who assist us in operating our Site, conducting our business, or servicing you, as long as those parties agree to keep this information confidential.

  • Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency).

  • Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your personal information may be transferred to the acquiring entity.

Data Security

We implement a variety of security measures to maintain the safety of your personal information. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

Cookies

Our Site may use cookies to enhance your experience. Cookies are small files that a site or its service provider transfers to your computer's hard drive through your web browser (if you allow) that enables the site's or service provider's systems to recognize your browser and capture and remember certain information.

You can choose to disable cookies through your browser settings. However, disabling cookies may affect your ability to use certain features of our Site.

Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or the content of these third-party sites. We encourage you to read the privacy policies of any third-party websites you visit.

Changes to Our Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes.

Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Email: matt@milestonerps.com

By using our Site, you consent to our Privacy Policy.